Summer Internship, Client Service jobs in United States
info-icon
This job has closed.
company-logo

Kestra Financial · 1 month ago

Summer Internship, Client Service

Kestra Financial is a leading independent advisor platform that empowers financial professionals. The summer internship program offers students real-world experience in a collaborative environment, focusing on various business units including Client Service, Compliance, Operations, and more.

BankingConsultingFinanceFinancial Services

Responsibilities

Work on key projects with specific goals and activities outlined by the leaders with whom they’ll work in their assigned groups
Gain a more profound knowledge and understanding of the financial services industry, market insights and outlook, technology platforms, and how we provide services and support to our firms

Qualification

Microsoft OfficeAnalytical skillsProblem-solvingInterest in financeTeamworkTime managementInterpersonal skills

Required

Minimum 3.0 GPA
Microsoft Office suite: Should understand basic Excel, PowerPoint, and Word functions
Highly motivated and driven individual
Demonstrated ability to work well with teams
Strong time-management capabilities
Analytical and problem-solving individual with the ability to understand and interpret numeric data
Strong interpersonal skills and an interest in working in a client-service-oriented environment
Basic knowledge and/or a keen interest in finance and a strong desire to gain further understanding of the wealth management business

Preferred

Preference to Undergraduate Juniors and Seniors

Company

Kestra Financial

twittertwittertwitter
company-logo
Kestra Financial provides a leading independent advisor platform.

Funding

Current Stage
Growth Stage
Total Funding
unknown
2019-02-25Acquired

Leadership Team

leader-logo
Joel Bennett
CFO
linkedin
leader-logo
Kris Chester
Executive Vice President + Chief Operating Officer
linkedin
Company data provided by crunchbase